Build Your First Financial Plan – Live
A 2-hour hands-on workshop where you don’t just learn finance — you actually create your own financial plan.
No theory. No jargon. Just your numbers, structured properly.
Only 9 spots available. Act Now!!!
Most people earn money. Very few know where it actually goes.
You might be earning, saving a little, maybe even investing — but
without a structured plan, it’s all guesswork.
This session is designed to fix that.
Not by teaching concepts.
But by helping you build your own financial plan, step by step.
You’ll see your real numbers — clearly, brutally, honestly.
You’ll fill your own financial plan live — step by step.
Just a clear snapshot of your financial life — ready to act on.
You Don’t Need More Income. You Need a Plan.
Most people think earning more will fix their finances.But without a clear plan, more income only creates more confusion.
This session helps you finally organise, understand, and take control of your money.
Build Your Plan With Someone Who Does This For Real
Praveen Murarishetti brings over 26 years of leadership experience across financial services, fintech, and enterprise technology. As the Co-Founder & CEO of Zenara Technologies, he is building a next-generation WealthTech platform focused on advisory-led, technology-driven wealth solutions.
He previously held senior leadership roles at Broadridge Financial Solutions, where he led large-scale transformation across cloud, data, and engineering while building high-performing global teams.
A Certified Financial Planner (CFP®) and NISM-certified Investment Adviser, Praveen combines deep technology expertise with strong financial advisory insight—bringing a practical, future-focused perspective on the evolving world of wealth management.
What Past Attendees Are Saying
These are everyday individuals who stopped guessing about their money — and built a clear financial plan.
“I had been delaying this for months thinking I need to ‘learn more’ first. This session made me realise I just needed to start. The step-by-step format made it very easy to follow, and I ended up creating my first proper financial plan.”
“I always thought I was doing okay because I was saving something every month. But when I actually wrote everything down in the session, I realised how unstructured it was. The biggest takeaway for me was clarity — I now know exactly what I’m doing with my money.”
“I’ve attended finance webinars before, but this was very different. Instead of just listening, I was actually working on my own data. By the end, I had a clear picture of my expenses, savings, and what I need to fix.”
The Workshop Starts In...
⚡ Every minute you wait, another seat gets claimed.
Our No-Confusion Guarantee
We’re confident in the value of this workshop, which is why we make this simple promise:If you don’t walk away with a clear, structured snapshot of your finances and actionable next steps, write to us within 24 hours — and we’ll help you personally understand what’s missing.That’s how strongly we believe in this session.
You’re not here to learn theory.
You’re here to finally get clarity on your money.